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The Roth IRA: Is it time to convert?

$225.00

SKU: ESTso092. Category: .

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Abstract: Someone who has a significant balance in a traditional IRA may find that it makes sense from an estate planning perspective to convert it to a Roth IRA. For many, the Roth offers a number of specific advantages. However, due to the law’s current (but soon to expire) income limitations and depending on one’s personal situation, a conversion will be most advantageous if made at the right time: either now, in 2010, or in stages over two or more years.

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